Tejas Patel Email & Phone Number
President and CEO @ Altobooks Accounting, Tax Consulting and Offshoring Firm
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Tejas Patel Location
- Cherry Hill, NJ, US
Tejas Patel Work
- 2022 -now President and CEO @
- 2022 -now Consultant @
- 2022 -now Advisor @
- 2022 -now Investment Strategist @
- 2022 -now Managing Partner @ Smruti Fund
- 2011 -2022 Assistant General Manager @
- 2010 -2011 Executive - Finance and Accounts @ Transpek Industry Ltd.
- 2008 -2008 Executive – Portfolio Services @
- 2007 -2007 Assistant Manager Business Development @
Tejas Patel Education
- CFA Institute, USA
CFA (Investments and Securities)
2012-2015 - B.K. School of Professional and Management Studies
Master of Business Administration - MBA (Finance and Financial Management Services)
2008-2010 - The Institute of Company Secretaries of India (ICSI)
CS (Banking, Corporate, Finance, and Securities Law)
2006-2009 - Kadi Sarva Vishwavidyalaya (KSV), Gandhinagar
Bachelor of Business Administration - BBA (Business Administration and Management, General)
2004-2007
Tejas Patel Skills
- Investment Management
- Foreign Investment
- Investment Portfolios
- Practice Management
- Growth Strategies
- Strategic Partnerships
- Corporate Structures
- Part-Time CFO Services
- Offshore Outsourcing
- Business Development
- Teaching
- Educational Leadership
- Investment Advisory Services
- Corporate Tax
- ERP Implementations
- General Ledger Reconciliations
- Fixed Asset Register
- Payroll Management
- Policy Development
- Tax Compliance
- Corporate Finance
- Financial Analysis
- Capital Markets
- Investments
- Regulatory Affairs
- Asset Management
- Risk Management
- Derivatives
- Auditing
- Mergers & Acquisitions
- Accounting
- Due Diligence
- Investment Banking
- Project Finance
- MIS
- Managerial Finance
- Financial Reporting
- Financial Management
- Valuation
- Funding
- Securities Regulation
- Transaction Advisory Services
- Finance
- Team Management
- Management
- Business Strategy
- Entrepreneurship
- Start-up Consulting
- Portfolio Management
- Investment Strategies
- Mutual Funds
- Start-ups
- Client Relations
- Ratings and Reviews
- Compliance
- Restructuring
- ERP
- Analysis
- Team Building
- Start Ups
- Start Up Consulting
- Costing
- Private Equity
- Venture Capital
- Mergers and Acquisitions
Tejas Patel Summary
- Tejas Patel, based in Cherry Hill, NJ, US, is currently a President and CEO at Altobooks. Tejas Patel brings experience from previous roles at Jigar Patel & Associates, Super 20 Training Institute, Lion Investments and Smruti Fund. Tejas Patel holds a 2012 - 2015 CFA in Investments and Securities @ CFA Institute, USA. With a robust skill set that includes Investment Management, Foreign Investment, Investment Portfolios, Practice Management, Growth Strategies and more. Tejas Patel has 1 emails on RocketReach.
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